Decided to break up during a bear market. He bought GXO-T 2 weeks ago. It had a good rally and he does not see a compelling case. If BXO-T dropped he would buy it at around $5. He did not agree with breaking it up in a market when people want a bigger company.

Very early stage with a low revenue stream. It came from a place where it was trading at a huge multiple with high expectations built into the name. They had some internal management/operational problems. This is on her watch list because she is interested in technology. However, it is not at a point where she would buy it.

3-D printing. The stock has come off quite a bit. Was trading at a very high multiple and continues to do so. Missed on earnings and have had some management changes. She is keeping an eye on the sector. Very early stage. There is still a lot of volatility.

3-D printers? This is the growthiest of the growth sector. The market is not rewarding you for holding these kinds of companies. Companies themselves are doing great things, but have become extremely expensive. She sold her holdings last year. There is a lot of stuff in Canada that will go up even more.

(Market Call Minute) Got caught in the selloff in high beta stocks. He would like to see the uptrend re-establish itself. It is a great industry and we just need to see the prices behave the way that they should.

3-D printing is in very early stage. There is a very large potential market out there for 3-D companies. These companies are going to go through lots of flips and twists so this is not necessarily for the conservative investor. There has been a very good pullback in these companies. If he had to pick one company, it would probably be Stratasys (SSYS-Q), which is holding a little bit better than the rest. He likes industrials as a group, but understand this is going to be a higher volatility position. Use Stops.

3-D printing. He is a big believer in this. The issue is it became too popular to quick. This is a transformational technology. He is playing it indirectly. Interested in getting back in, but needs to see how things play out a little bit.

P/E ratio is 96X this year’s earnings. If earnings come to pass the way it is advertised to be, the P/E ratio will be 50 in a couple of years. Doesn’t think he has ever paid 50X for a stock in his life. Rather than this company, he would be looking at other companies that would make use of this company’s technology.

3-D Systems (DDD-N) or Stratasys (SSYS-Q)? Valuations on these have just exploded. He would be compounding the problem by stepping in here. Trading at 50 or 60 times next year’s earnings. Revolutionary technology, but he doesn’t feel comfortable paying those multiples.

The whole concept of 3-D printing represents the next major transition a stage in US manufacturing. Thinks this is exciting and will change the concept of North American manufacturing. Keep an eye on this. Depending on how, risk tolerant you are and what percent of your portfolio you would like to put in something like this. This is something he is going to take a look at. Trading at 75X forward earnings, which is way beyond him.

3-D printing. There is a tremendous buzz around 3-D. It reminds him of the computer chip in the late 80s, where there were lots and lots of players and very little standardization. You have to do a lot of homework and you want to be with the 1 or 2 companies that are going to be the end point in 5 years from now. That is how you make the space pay off. There will be a tremendous amount of volatility around this industry group. If you are a nervous investor, you are more likely to be shaken out of your position. If you own, and have a gain, he would recommend you take it.

A 3-D printing company. Has always liked technology, especially when it is constructive technology such as this. It is really changing the way we manufacture. Thinks this one is here to stay and will definitely change the way manufacturing occurs. Looking at it as a long-term investment story. This company has the earnings and sales are there. They are beyond development and are now in the implementation stage, where these companies really start to track. Have the earnings that they have been buying the competition and innovation is just starting.

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